Xerocon in San Francisco will be held from Aug. 15 through Aug. 17 at the Pier 27 Cruise Terminal, and Insightly will be attending as a bronze sponsor. In case you’re not familiar, Xerocon is an accounting conference for leaders in the cloud accounting market. Throughout the three-day gathering, attendees will hear from some of the most prominent industry leaders about numerous topics related to Xero.
Attendees will learn about new and innovative ways to expand their businesses, receive expert advice from accounting professionals and have a chance to network with peers. The program includes four tracks and more than 30 speakers, and will draw hundreds of innovative accounting professionals. Sessions will cover an array of topics that are largely related to accounting but can be applied to a number of areas within a business. These include updates from Xero product leaders on what’s coming soon to the Xero platform; why Xero’s open API is important to companies; putting automation tools to work and speeding cash flow; and capitalizing on cloud computing.
The accounting software is designed specifically for small businesses and runs completely online, so users can access the program whenever they need to. Bank statements are automatically imported and categorized within the application, enabling companies to see cash flow in real time. The software, which supports basic accounting functions such as invoicing, paying bills, sales tax returns and reporting, can be used collaboratively between various departments.
CRM: a natural fit for the accounting industry
One of the reasons we value this event is that accounting and CRM are in many ways a natural fit. A company’s invoices and bills reside in Xero, and its prospects, clients, and partner information reside in Insightly.
With an Insightly-Xero integration, companies have a more complete picture of their business—from the communication with a prospect, through the sales process, to invoicing and finally to payment. Users can specify which users have access to Xero information, and the sales team can create Xero invoices from the Insightly application.
Financial information such as invoicing and payments for sales can be monitored from within a CRM application.
Because of this link between accounting and CRM, Xero integration has become vital to improving user productivity. Integrating our product with Xero gives customers the ability to view Xero information from within the Insightly CRM product, copy data between the applications and create invoices. In general, this provides customers with a more holistic view of their business.
Customers have told us about the benefits they’re seeing through integration with Xero. These include:
- Eliminating some of the software programs needed to run their business
- Providing support and sales staff with a better understanding of the monetary activity with a client
- Delivering time savings, more transparent workflow, and more efficient record keeping.
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At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
